Underwritter Technician

iA Financial Group; Quebec; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a dynamic underwriting operations team at a leading financial services company, where your organizational skills and analytical abilities will shine. As an Underwriting Technician, you will support underwriters in assessing risks associated with insurance applications, manage email correspondence, and ensure timely responses to clients and advisors. This role offers an opportunity to grow and contribute to a company that values diversity and invests in its employees, making a real impact in the lives of many. If you are passionate about delivering quality work and thrive in a collaborative environment, this position is perfect for you.

Qualifications

• Minimum of 2 years of experience in individual insurance administrative support role.
• Strong organizational skills in administrative tasks.

Responsibilities

• Manage and reply to the underwriting team's email mailbox efficiently.
• Distribute and monitor priority and urgent cases, ensuring they are addressed before deadlines.

Skills

Analytical Skills

Organizational Skills

Email Management

Task Assignment

Education

Experience in Individual Insurance

Tools

Microsoft Office Suite

Underwriting Systems

Workflow Tools

Job description

• Job category: Health and Medical Services

Do others recognize you for your great autonomy and sense of thoroughness? Do you have a passion for organization and delivering quality work in the insurance underwriting field? Join our dynamic underwriting operations team, where underwriters assess risks associated with applications for individual life, disability, or critical illness insurance. We are looking for a dedicated team member to support our underwriters in their day-to-day tasks.

Responsibilities :

Email Management: Manage and reply to the underwriting team's email mailbox efficiently.

Timely Correspondence: Distribute correspondence to team members and ensure timely responses.

Priority Monitoring: Distribute and monitor priority and urgent cases, ensuring they are addressed before deadlines.

Letter Composition: Ensure letters to clients, advisors, and medical professionals are written in accordance with established protocols and formatted correctly.

Progress Updates: Update files on the progress of action plans put in place by management.

Task Assignment: Assign associated underwriting tasks to appropriate team members, finalize post-issue underwriting cases, and prepare decision letters to advisors and clients.

MIB Inquiries: Handle MIB inquiries with precision.

Schedule Management: Manage the daily schedule of medical consultants to ensure adequate capacity for analyzing files requiring clinical expertise .

Evaluate and Decide: As you progress in your role, you may be able to assist in making decisions on life, critical illness, and disability insurance applications with low to medium complexity and small coverage amounts.

Requirements :

Analytical Skills: Sound analysis and decision-making abilities.

Organizational Skills: Strong organizational skills in administrative tasks.

Experience: Minimum of 2 years of experience in individual insurance administrative support role.

Technical Proficiency: Knowledge of the Office suite (Word, Excel, PowerPoint, Outlook, Teams), underwriting systems, and Workflow.

Apply now to become an Underwriting Technician and contribute to our success. Are you interested in this role but don't meet all the selection criteria? Don't worry, we want to learn about your profile! Your expertise and unique background could bring valuable insights to our team. Don't hesitate to apply, your application could make a difference.

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us . Someone from our team will be happy to assist you.